See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,935 | $71,050+51.9% | $93,606+15.3% | $80,856+33.5% |
| Participation rate | 24.2% | 60.4%-36.2pp | 68.7%-44.5pp | 67.6%-43.4pp |
| Annual return | 12.73% | 11.26%+1.5pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $757 | $1,564-51.6% | $2,420-68.7% | $2,755-72.5% |
| Participant deferral / active EE | $1,322 | $4,034-67.2% | $4,411-70.0% | $4,296-69.2% |
| Admin fee / account holder | $379 | $6,945-94.5% | $8,285-95.4% | $6,918-94.5% |